Morgan Stanley Portfolio holdings
Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.32B |
| 2 |
Invesco QQQ Trust
QQQ
|
$1.24B |
| 3 |
Ecolab
ECL
|
$1.04B |
| 4 |
Uber
UBER
|
$960M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$931M |
Top Sells
| 1 |
DuPont de Nemours
DD
|
$1.11B |
| 2 |
Veeva Systems
VEEV
|
$655M |
| 3 |
Starbucks
SBUX
|
$652M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$462M |
| 5 |
Netflix
NFLX
|
$424M |
Sector Composition
| 1 | Technology | 14.25% |
| 2 | Healthcare | 9.45% |
| 3 | Financials | 9.23% |
| 4 | Consumer Discretionary | 7.66% |
| 5 | Communication Services | 7.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Verizon
VZ
$185B
| $1.94B | 0.52% |
34,002,255
+1,627,183
| +5% | +$93M |
|
27
Danaher
DHR
$147B
| $1.94B | 0.52% |
13,575,413
-421,407
| -3% | -$60.2M |
|
28
Spotify
SPOT
$142B
| $1.89B | 0.5% |
12,932,810
+2,748,279
| +27% | +$402M |
|
29
TAL Education Group
TAL
$6.46B
| $1.84B | 0.49% |
48,245,338
-6,766,796
| -12% | -$258M |
|
30
iShares Core S&P 500 ETF
IVV
$657B
| $1.8B | 0.48% |
6,110,958
+12,411
| +0.2% | +$3.66M |
|
31
Abbott
ABT
$231B
| $1.77B | 0.47% |
21,006,625
-887,984
| -4% | -$74.7M |
|
32
Home Depot
HD
$405B
| $1.73B | 0.46% |
8,327,709
+44,258
| +0.5% | +$9.2M |
|
33
Procter & Gamble
PG
$368B
| $1.71B | 0.46% |
15,597,268
+1,332,040
| +9% | +$146M |
|
34
iShares MSCI Emerging Markets ETF
EEM
$18.9B
| $1.71B | 0.46% |
39,852,843
+6,830,630
| +21% | +$293M |
|
35
Salesforce
CRM
$242B
| $1.69B | 0.45% |
11,157,458
-2,209,993
| -17% | -$335M |
|
|
TWTR
36
DELISTED
Twitter, Inc.
TWTR
| $1.6B | 0.42% |
45,719,155
+1,853,620
| +4% | +$64.7M |
|
37
Honeywell
HON
$138B
| $1.56B | 0.42% |
8,934,826
-116,685
| -1% | -$20.4M |
|
38
RTX Corp
RTX
$212B
| $1.54B | 0.41% |
11,814,971
+231,073
| +2% | +$30.1M |
|
39
NextEra Energy, Inc.
NEE
$150B
| $1.53B | 0.41% |
7,471,337
-535,799
| -7% | -$110M |
|
40
Boeing
BA
$179B
| $1.53B | 0.41% |
4,204,338
+13,642
| +0.3% | +$4.97M |
|
41
Zoetis
ZTS
$69.3B
| $1.51B | 0.4% |
13,286,023
-499,830
| -4% | -$56.7M |
|
42
UnitedHealth
UNH
$280B
| $1.5B | 0.4% |
6,134,114
-274,414
| -4% | -$67M |
|
43
Bank of America
BAC
$373B
| $1.5B | 0.4% |
51,570,755
-733,632
| -1% | -$21.3M |
|
|
44
Ecolab
ECL
$78.6B
| $1.46B | 0.39% |
7,383,606
+5,283,861
| +252% | +$1.04B |
|
45
iShares Russell 2000 ETF
IWM
$66.6B
| $1.46B | 0.39% |
9,374,708
+2,806,328
| +43% | +$436M |
|
46
PepsiCo
PEP
$206B
| $1.45B | 0.39% |
11,058,425
+117,564
| +1% | +$15.4M |
|
47
iShares S&P 500 Growth ETF
IVW
$62.5B
| $1.44B | 0.38% |
8,045,554
-209,772
| -3% | -$37.6M |
|
48
Vanguard FTSE Developed Markets ETF
VEA
$169B
| $1.42B | 0.38% |
34,053,132
+22,240
| +0.1% | +$928K |
|
49
Workday
WDAY
$61.6B
| $1.41B | 0.37% |
6,839,768
-1,904,959
| -22% | -$392M |
|
50
Baxter International
BAX
$12.7B
| $1.4B | 0.37% |
17,154,303
+895,279
| +6% | +$73.3M |
|